On February 3, Zhejiang Huzhou issued eight opinions to support the healthy development of enterprises, encouraging various banking institutions to float by more than 10% based on the original loWhat software is good for buying stocksan interest rate, and municipal policy guarantee companies float by more than 30% based on the original guarantee rate. In 2020, the city's banking institutions will reduce or exempt corporate on-lending costs and service fees by more than 200 million yuan.
The second is to highlight the role of policy financial institutions in counter-cyclical adjustment. The meeting proposed that the counter-cyclical adjustment role of policy-based financial institutions in economic transformation and upgrading and high-quality development should be given full play. Does this mean that policy banks such as China Development Bank will play a more important role in stabilizing investment? How will monetary policy cooperate? Will it continue to provide liquidity through specific monetary policy tools like the creation of PSL in 2014? These questions remain to be seen.
The second is to guide Hubei Pilot Free Trade Zone to develop e-commerce big data construction and application, strengthen e-commerce operation analysis, improve e-commerce statistical monitoring and analysis and public service systems, and regularly provide Hubei Pilot Free Trade Zone with business big data platform monitoring related to online retail Data and information.
After a certain rise in the short-term market, some repetitions are inevitable, but it is strongly believed that the economic reforms and asset allocation logic that support the mid-term rise of A-shares will not change. It is expected that A-shares will also bring continuous marginal improvement in liquidity, profit and risk priority. Benefit from coming, showing an upward trend of vibration, proposal consumption on configuration bottomed out, science and technology still
After the G20 summit, the stock market did not rise more than expected, on the contrary it ushered in a volatile market. Turning our eyes to the country, let’s take a look at several major events that happened last week: The chairman of New Town Holdings threatened a 9-year-old girl. This incident has cast a veil of moral corruption on the entire real estate industry; For trust companies with too fast growth and excessive growth in real estate trust business, the China Banking and Insurance Regulatory Commission has recently launched an interview warning; securities firms are divided into professional and comprehensive categories. As the main promoters of the science and technology innovation board, securities firms are also on the road to professionalization. Go one step further.
The relevant person in charge of the Ministry of Industry and Information Technology said that the company is promoting the resumptWhat software is good for buying stocksion of work and production, and the daily production volume is only increasing. With the rapid growth in demand for key materials throughout the country, the central government must implement unified allocation of emergency medical materials to ensure the use of Hubei, especially Wuhan, in the front line of prevention and control.
Dongguan Securities said that the impact of the epidemic on the market is unavoidable, but the impact is generally short-term. From the medium-term perspective, the current valuation of A shares is still attractive, and the pace of A shares internationalization and the trend of foreign capital inflows into A shares remain unchanged , With the release of selling pressure, the management's increasing liquidity support, and the gradual stabilization of the follow-up epidemic, it is believed that the market has a chance to stabilize and repair opportunities. It is expected that the market will fluctuate repeatedly in February.
From the perspective of the whole week, the Shanghai Composite Index closed the long shadow line. In this regard, an analyst from Haitong Securities told reporters that after the market fell sharply last week, there was a technical anti-dumping market this week. As the Shanghai Index fell below 3,200 points on Friday, the short-term anti-dumping market was declared to end.
But there is still one thing we need to pay attention to: it should be noted that the current amount of energy is obviously not enough to support the continuation of the unilateral general rise. Therefore, the continued strength of Xiong'an concept stocks will inevitably cause a huge siphon effect on other topics, forcing large-scale funds on the market The two cities will also return to structural differentiation once again. This also requires us to closely follow the capital trend and promptly change from weak to strong. Weak stocks that have rebounded from the trend should be pulled out in time, and the positions should be focused on strong themes such as construction materials surrounding the relevant hype in the Xiong'an New Area and lithium batteries whose performance has gradually confirmed their true growth.